See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,367 | $100,041+40.3% | $149,718-6.2% | $70,131+100.1% |
| Participation rate | 4.3% | 83.6%-79.3pp | 87.1%-82.8pp | 69.5%-65.3pp |
| Annual return | 0.00% | 27.43%-27.4pp | 1501.63%-1501.6pp | 73.14%-73.1pp |
| Employer contribution / active EE | $0 | $3,662-100.0% | $5,445-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $633 | $4,983-87.3% | $6,569-90.4% | $3,332-81.0% |
| Admin fee / account holder | $148 | $8,286-98.2% | $11,283-98.7% | $4,645-96.8% |